--- title: Smart Agent CRM Reviews meta\_title: 'Smart Agent CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Smart Agent CRM works for a business like yours. date\_modified: '2026-08-26' parent\_category: name: Cloud Security url: https://www.g2.com/categories/cloud-security ---

# Smart Agent CRM Reviews & Product Details

Smart Agent CRM is a Salesforce-based customer relationship management software designed for health and Medicare insurance operations. It features pre-built record types for Individual, Household, Carrier, Agency, and Policy structures. Automated contact monitoring tracks client birthdays and Medicare eligibility. Einstein Activity Capture syncs email and calendar data to contact records, while Carrier Sync reconciles accounts and policies. Compliance documentation, including Scope of Appointment forms, drug lists, provider notes, and call recordings, is centralized. Commission dashboards identify missing payments by comparing expected versus actual commissions. The software supports multiple product lines like Group, Life, Property & Casualty, and Annuities. Communication tools include click-to-call, SMS automation, and branded email campaigns. Integrations with DocuSign, Calendly, Office 365, and Dropbox enhance functionality, all secured by Salesforce’s bank-grade infrastructure.

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Seller
 [Smart Agent CRM](https://www.g2.com/sellers/smart-agent-crm)
Discussions
 [Smart Agent CRM Community](https://www.g2.com/products/smart-agent-crm/discuss)

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## Top-Rated Alternatives

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Drata

4.7/5(1,391)

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[
View All Alternatives
](https://www.g2.com/products/smart-agent-crm/competitors/alternatives)

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##### Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

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##### Categories on G2

[CRM](https://www.g2.com/categories/crm)[Cloud Compliance](https://www.g2.com/categories/cloud-compliance)

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